Prasanna Iyer

WHAT I DO: I help busy professionals and families align their money with their financial goals.

I CAN HELP YOU:

✔ORGANIZE your financial life, allowing you to make better decisions

✔REDUCE financial stress, letting you enjoy life, not worry about it

✔PROTECT what’s important to you and your family

✔BUILD a plan for your money that reflects your unique values, goals and dreams

✔RECLAIM valuable time to spend with family & friends, instead of crunching numbers

✔ACHIEVE your goals and dreams through personalized, comprehensive advice

✔LIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life change

HOW I DO IT DIFFERENTLY: I take a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects YOU, YOUR FAMILY and YOUR LIFE. I am a fiduciary, obligated to act in your best interest at all times, and practice full disclosure.